MERITAGE PORTFOLIO MANAGEMENT

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Overland Park, KS
CIK
0000881432
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 336 1,632,519 AAPL, MSFT, GOOGL, AVGO 13F-HR 11/4/2024 000088143224000018
Q2 2024 334 1,584,104 AAPL, MSFT, GOOGL, AVGO 13F-HR 8/8/2024 000088143224000011
Q1 2024 344 1,570,752 AAPL, MSFT, GOOGL, AVGO 13F-HR 4/29/2024 000088143224000006
Q4 2023 339 1,516,615 AAPL, MSFT, GOOGL, AVGO 13F-HR 2/2/2024 000088143224000002
Q3 2023 331 1,354,197 AAPL, MSFT, GOOGL, AVGO 13F-HR 10/30/2023 000088143223000014
Q2 2023 344 1,412,552 AAPL, MSFT, GOOGL, FTNT 13F-HR 7/31/2023 000088143223000010
Q1 2023 318 1,335,795 AAPL, MSFT, GOOGL, SPYV 13F-HR 4/25/2023 000088143223000006
Q4 2022 315 1,278,053 AAPL, MSFT, GOOGL, LNG 13F-HR 2/1/2023 000088143223000002
Q3 2022 307 1,207,283 AAPL, MSFT, GOOGL, LNG 13F-HR 10/25/2022 000088143222000014
Q2 2022 307 1,288,864 AAPL, MSFT, GOOGL, IGSB 13F-HR 7/25/2022 000088143222000010
Q1 2022 337 1,615,603 AAPL, MSFT, GOOGL, AMZN 13F-HR 4/25/2022 000088143222000006
Q4 2021 337 1,763,457 AAPL, MSFT, AMZN, GOOGL 13F-HR 1/28/2022 000088143222000002
Q3 2021 317 1,666,456 AAPL, MSFT, AMZN, IGSB 13F-HR 10/26/2021 000088143221000014
Q2 2021 302 1,659,165 AAPL, MSFT, AMZN, GOOGL 13F-HR 7/26/2021 000088143221000010
Q1 2021 287 1,500,794 AAPL, MSFT, AMZN, GOOGL 13F-HR 4/27/2021 000088143221000006
Q4 2020 256 1,361,362 AAPL, MSFT, AMZN, GOOGL 13F-HR 2/3/2021 000088143221000002
Q3 2020 228 1,118,726 AAPL, MSFT, AMZN, GOOGL 13F-HR 10/26/2020 000088143220000015
Q2 2020 210 1,040,349 AAPL, MSFT, AMZN, GOOGL 13F-HR 7/27/2020 000088143220000010
Q1 2020 184 736,612 MSFT, AAPL, GOOGL, AMZN 13F-HR 4/27/2020 000088143220000006
Q4 2019 232 1,137,014 AAPL, MSFT, GOOGL, AMZN 13F-HR 1/27/2020 000088143220000002
Q3 2019 229 1,053,880 AAPL, MSFT, GOOGL, AMZN 13F-HR 10/25/2019 000088143219000015
Q2 2019 220 981,978 AAPL, MSFT, AMZN, IWD 13F-HR 7/30/2019 000088143219000010
Q1 2019 181 986,794 AAPL, MSFT, AMZN, ZBRA 13F-HR 4/25/2019 000088143219000006
Q4 2018 172 876,422 VTV, AAPL, MSFT, AMZN 13F-HR 1/25/2019 000088143219000002
Q3 2018 198 1,091,693 AAPL, MA, AMZN, MSFT 13F-HR 10/30/2018 000088143218000012
Q2 2018 210 1,027,067 AAPL, MA, AMZN, MSFT 13F-HR 7/25/2018 000088143218000007
Q1 2018 204 1,035,612 AAPL, MA, AMZN, MSFT 13F-HR 4/26/2018 000088143218000004
Q4 2017 200 1,043,879 AAPL, MA, GOOGL, MSFT 13F-HR 1/29/2018 000088143218000002
Q3 2017 200 1,019,610 AAPL, MA, GOOGL, SEB 13F-HR 10/16/2017 000088143217000007
Q2 2017 198 972,556 AAPL, GOOGL, SEB, MSFT 13F-HR 7/25/2017 000088143217000006
Q1 2017 190 953,456 AAPL, AMZN, SEB, GOOGL 13F-HR 4/25/2017 000088143217000004
Q4 2016 182 915,826 AAPL, SEB, NVDA, GOOGL 13F-HR 1/24/2017 000088143217000002
Q3 2016 179 911,455 IWD, AAPL, GOOGL, NVDA 13F-HR 11/8/2016 000088143216000013
Q2 2016 190 889,622 IWD, AAPL, NVDA, XLP 13F-HR 7/20/2016 000088143216000012
Q1 2016 174 884,253 IWD, AAPL, HD, XLP 13F-HR 4/21/2016 000088143216000011
Q4 2015 195 888,723 AAPL, HD, GOOGL, SEB 13F-HR 2/3/2016 000088143216000009
Q3 2015 197 862,561 AAPL, SEB, HD, XLU 13F-HR 10/21/2015 000088143215000007
Q2 2015 206 953,215 AAPL, SEB, DHR, JNJ 13F-HR 7/22/2015 000088143215000005
Q1 2015 209 996,003 SEB, AAPL, XLU, DHR 13F-HR 4/28/2015 000088143215000004
Q4 2014 210 940,686 SEB, AAPL, XLU, ETR 13F-HR 1/29/2015 000088143215000002
Q3 2014 202 878,093 AAPL, SEB, XLU, IWD 13F-HR 10/28/2014 000088143214000007
Q2 2014 204 918,349 IWD, SEB, XLU, MCK 13F-HR 7/28/2014 000088143214000006
Q1 2014 198 833,844 AAPL, MCK, GOOGL, XLU 13F-HR 4/29/2014 000088143214000005
Q4 2013 197 807,677 IWD, XOM, GOOGL, DHR 13F-HR 1/31/2014 000088143214000002